JPWM
LUCK

Jamison Private Wealth Management’s Lucky Strike Entertainment LUCK Stock Holding History

Jamison Private Wealth Management’s Portfolio LUCK Stock Details LUCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,259
Closed -$17.8K – 530
2023
Q4 		$17.8K Hold
1,259
– – ﹤0.01% 281
2023
Q3 		$12.1K Buy
+1,259
New +$13.8K ﹤0.01% 288

Other funds holding LUCK

AG
Atairos Group Bryn Mawr, Pennsylvania $1.22B AUM 38.2% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AFA
Alta Fundamental Advisers New York $265M AUM 98.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TAM
Telemark Asset Management Boston, Massachusetts $1.08B AUM 70.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Jamison Private Wealth Management's LUCK Position: Q1 2024 in Review

Jamison Private Wealth Management sold out of Lucky Strike Entertainment (LUCK) in Q1 2024, closing a stake of 1,259 shares — an estimated $17.8K sold.

Jamison Private Wealth Management first reported a position in LUCK in Q3 2023 and held it in 2 quarters. The position peaked at $17.8K in Q4 2023. 129 funds tracked by Wall St. Rank hold LUCK as of Q1 2024.

  • Jamison Private Wealth Management reported no remaining Lucky Strike Entertainment position as of Q1 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 1,259 Lucky Strike Entertainment shares in Q1 2024, an estimated $17.8K.
  • Jamison Private Wealth Management first reported a position in Lucky Strike Entertainment in Q3 2023 and held it in 2 quarters.
  • Jamison Private Wealth Management's Lucky Strike Entertainment position peaked at $17.8K in Q4 2023.
  • 129 funds tracked by Wall St. Rank held Lucky Strike Entertainment as of Q1 2024.

Based on Jamison Private Wealth Management's 13F filing for Q1 2024, filed 26 Apr 2024.